Commercial Project Coordinator

Commercial Project Coordinator

Location: Rosemont, IL. (Culligan Corporate)
Reports to: Customer Experience & Inside Sales Manager

Position Overview:

Zip Water North America is seeking a Commercial Project Specialist to support our growing commercial strategy as we scale in the North American market. This role is a key operational and project support partner for our commercial sales team focused on lead management, CRM optimization, quoting support, and driving pipeline execution.

Key Responsibilities

Commercial Lead Management & Commercial Launch Support

• Own inbound commercial leads across platforms (AEC Daily, Construct Connect)
• Qualify leads, enrich project data, and assign opportunities to BDMs through Salesforce.
• Support field sales by maintaining clean, complete, and actionable records in CRM.
• Coordinate first-stage touchpoints (e.g., product documentation, CEU follow-ups, technical Q&A).

Project Management & Commercial Execution

• Act as the internal project manager across all commercial opportunities
• Develop timely and accurate quotes in alignment with Zip pricing structure and project specs.
• Create professional proposal packages including branded collateral, spec sheets, and compliance documentation.
• Manage and update a centralized library of templates, submittals, and branded materials.
• Coordinate across sales, operations, and product teams to ensure project needs are supported.

Quoting and Proposal Development

• Develop accurate, timely quotes aligned with pricing structure and project scope.
• Create professional proposal packages (submittals, spec sheets, compliance documents)
• Maintain and manage standardized templates and documentation.

CRM Administration (Salesforce)

• Maintain up-to-date and accurate tracking of all commercial opportunities within Salesforce.
• Manage CRM workflows and alerts to support active project progress.
• Generate reporting and opportunity summaries for leadership and sales teams.

Sales Enablement

• Act as an operational extension of the Business Development Managers.
• Support quoting, follow-ups, documentation, and technical requests.
• Track engagement across active opportunities and ensure timely follow through at each stage.
• Provide guidance and tools to support specification, procurement, and installation processes.

Post-Quote Execution

• Transition projects from sales to execution following quote approval
• Coordinate logistics, delivery timelines, and installation readiness
• Partner with service teams to ensure successful implementation

Customer Service Team Support

• Support customer service team with inbound sales calls as needed

Growth Path & Future Scope

As Zip Water NA’s commercial business expands, this role will evolve into a core function within a Customer Development team focused on.

• Scaling the commercial customer journey from prospecting through fulfillment
• Driving process consistency, CRM Workflows, and quote pipeline visibility
• Increasing sales efficiency and conversion rates through operational excellence

Required Skills & Experience

• 3–5 years in project management, sales operations, or commercial support roles.
• Experience using lead platforms like Construct Connect,Dodge, or similar.
• CRM expertise, preferably Salesforce, including workflows and reporting.
• Strong quoting, proposal development, and documentation skills.
• High proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Excellent organizational and communication abilities.

Preferred Qualifications

• Experience in building products, commercial construction, or water technology industries.
• Familiarity with construction bidding, compliance documentation, and project lifecycle.

Core Competencies

• Ownership mindset and process discipline
• Strong attention to detail
• Proactive, solution-oriented mindset.
• Ability to operate in a fast-paced, high-growth environment.
• Collaborative and communicative across all business functions and levels.

About Zip Water North America

Zip Water is a global leader in advanced drinking water systems, delivering instant boiling, chilled, and sparkling water through our award-winning Multi-Function Tap (MFT) technology. As part of the Culligan family of brands, we’re rapidly expanding across North America with a mission to redefine hydration in commercial and residential spaces.

Learn more at us.zipwater.com

We offer competitive compensation including base plus bonus & benefits including: Medical, Dental, Vision, Life Insurance, Disability, 401(k), Parental Leave, PTO, Additional voluntary benefits.